| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 662 | $18,668.34 | $25,400.94 | $6,732.6 | 36.06% |
Benj Foor Frazier Financial Advisors, LLC | 121,735 | $3.94M | $4.68M | $734,594.78 | 18.64% |
United Advisor Group LLC United Advisor Group, LLC | 14,264 | $459,428.49 | $547,309.68 | $87,881.19 | 19.13% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 7,013 | $241,420.61 | $270,035.56 | $28,614.95 | 11.85% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 8,690 | $279,552.21 | $333,435.3 | $53,883.09 | 19.27% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,459 | $110,543.49 | $132,739.12 | $22,195.63 | 20.08% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 34 | $1,111.27 | $1,293.36 | $182.09 | 16.39% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,785 | $64,153 | $68,758.2 | $4,605.2 | 7.18% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 6,408 | $235,088.6 | $246,163.32 | $11,074.72 | 4.71% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 13,536 | $395,917.99 | $517,623.41 | $121,705.42 | 30.74% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 6,692 | $208,456.24 | $259,315 | $50,858.76 | 24.4% |
Douglas E. Morisoli Fairman Group, LLC | 648 | $20,857.23 | $24,925.32 | $4,068.09 | 19.5% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,159 | $206,019 | $236,875.14 | $30,856.14 | 14.98% |
Brian Krause Cascade Financial Partners, LLC | 157,674 | $5.16M | $6.07M | $908,869.18 | 17.6% |
Michael D. Kim Marathon Strategic Advisors, LLC | 66,967 | $2.29M | $2.57M | $275,055.13 | 11.99% |
Brady Green GGM Financials LLC | 1,656 | $67,359 | $63,764.28 | -$3,594.72 | -5.34% |
Josephine Lee New Insight Wealth Advisors | 9,654 | $334,651.33 | $371,341.11 | $36,689.78 | 10.96% |
Jennifer Quire Wrenne Financial Planning LLC | 6,347 | $197,704.33 | $243,566.12 | $45,861.79 | 23.2% |
Brandt Sakakeeny Rockingstone Advisors LLC | 6,565 | $217,956.92 | $252,522.72 | $34,565.8 | 15.86% |
Nathan Edwards IMG Wealth Management, Inc. | 31 | $1,063.26 | $1,190.55 | $127.29 | 11.97% |